The AAII Connecticut Chapter presents...

Moving From a Collection of Investments to a Retirement Portfolio

Discussed by:

Julie Jason Author; CIO, Jackson, Grant Investment Advisers Inc.

Do you have a retirement “portfolio” organized to meet your specific needs? Or do you have a random collection of investments, accounts and advisers that you’ve acquired over time? Julie Jason will highlight key personal portfolio management techniques and insights that will help you gain control over your results along with a better sense of how to deal with the uncertainty that we all face as investors, especially during challenging economic times. She will present highlights from her sixth book, “Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad,” which was recognized by the prestigious Excellence in Financial Literacy Education (EIFLE) award. This was also the subject of her presentation at the 2012 AARP National Convention, which was held last month in New Orleans.

Computerized Investing—Meets at the University of New Haven, Bergami Learning Center for Finance and Technology, Maxcy Hall, room 218, 10 a.m. to 12 noon, on or around the fourth Saturday of each month. Their web address is www.newhaven.edu. Gregory Blosick, 203/931-0322, Gregory_Blosick@msn.com.

Mutual Fund Interest Group—Meets at the Westport Public Library, seminar room, second floor, 7–9 p.m., on or around the 2nd Tuesday of odd months (except July). Their Web address is www.westportlibrary.org. Peter Spielman, peterspielman@optonline.net; John Swensson, 203/322-9532.

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.